Experience Matters.

Where High Tech Meets High TouchTM

Latest Insights

WealthTech GETS VOCAL | On The Road With The Man In The Van

Using his campervan as a metaphor, we explore the humans stories and perspectives of wealth management with end-clients, advisors and leaders, hosted by Doug Fritz, CEO & Founder of F2 Strategy.

More into audio? Listen to the podcast.

How We Help

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Consulting Services

Have you outgrown your legacy thinking and want to participate in the more automated and digital future of wealth management?

OCTO™

We designed OCTO to enable ambitious firms access to technology expertise and oversight on a fractional time-costed basis.

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Research

We operate in an evidence-based consulting model; conducting intellectual and advisory-based research on technology and business issues which drives informed strategy and decisions for our clients.

Experts in Action